CloudLink Ideas Portal

1 Vote

UX - Update the Uptake Logo to be the same size in every application

This is a design issue that we need to document and plan to do.

Created 17 Apr 18:03 by Hector Catre

SalesLink

0
1 Vote

A/R Notes - Add to Outlook feature change

Our credit reps would like the "Add to Outlook" feature (found under A/R note add) to add the activity as a "task" to their calendar instead of a meeting. The current functionality, that adds the activity as a meeting, clutters up their calendars ...

Created 17 Apr 13:37 by Melissa Jarvis White

SalesLink / Dealer Idea

0
1 Vote

Ability to change headers/descriptions for SurveyHub

We would like the ability to customize headers and descriptions for Survey Hub. Currently the descriptions are coming directly from RDA.

Created 16 Apr 16:55 by Erica Gladden

SurveyHub / Dealer Idea

0 Needs more votes
1 Vote

Setting the appearance of outgoing communications by changing the the display name and reply-to fields

As an email being generated from ServiceLink, the email is currently being generated by Uptake and is sent via Uptake servers, confusing Dealers' customers. This idea would disguise the outgoing email by setting the display name and reply-to field...

Created 13 Apr 15:43 by Hector Catre

ServiceLink

0
1 Vote

Survey HUB - Add Survey Type field to Advanced Search Report

We would like to see the Survey Types (At Risk/Loyal/Vulnerable/No Answer) added to the Advance Search for customer satisfaction values. Currently you have to click on the link and open the customer record to be able to see the survey types. Manag...

Created 09 Apr 21:09 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Survey Hub - Add hyperlink for invoice number column

Ease of opening the invoice related to survey

Created 09 Apr 12:54 by Erica Gladden

SalesLink / Dealer Idea

0
1 Vote

Add geolocation functionality to Equipment List view in SalesLink

When viewing a customers account and viewing their equipment list we want to look into adding a geolocation link over to the right where WO, SL, PM, etc show up?

Created 27 Mar 18:20 by Tony Lucini

SalesLink / Dealer Idea

1 Already exists
1 Vote

Dodge Integration - Indicate when an opportunity has been created

We would like the Dodge reports to indicate once an opportunity/lead has already been created. When we create an opportunity for a project and then return to the Dodge report list, the create Opportunity button is still available. This makes it ap...

Created 27 Mar 15:16 by Jessica Mayher

SalesLink

0
1 Vote

Include link to quote worksheet in Docusign

When using the Docusign feature in iQuote, it would be beneficial to include a hard link of the worksheet so internal email recipients can easily access the worksheet prior to signing the document

Created 12 Mar 17:09 by Jessica Mayher

iQuote

1
1 Vote

File Viewer for SalesLink Flex

We can attach a file to an opportunity or lead but can't view any of the documents.We need to consider different file types.

Created 12 Mar 14:44 by Hector Catre

SalesLink Flex / Internal Idea

0

CloudLink Ideas Portal

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UX - Update the Uptake Logo to be the same size in every application

A/R Notes - Add to Outlook feature change

Ability to change headers/descriptions for SurveyHub

Setting the appearance of outgoing communications by changing the the display name and reply-to fields

Survey HUB - Add Survey Type field to Advanced Search Report

Survey Hub - Add hyperlink for invoice number column

Add geolocation functionality to Equipment List view in SalesLink

Dodge Integration - Indicate when an opportunity has been created

Include link to quote worksheet in Docusign

File Viewer for SalesLink Flex

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

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Identify yourself with your email address

UX - Update the Uptake Logo to be the same size in every application

A/R Notes - Add to Outlook feature change

Ability to change headers/descriptions for SurveyHub

Setting the appearance of outgoing communications by changing the the display name and reply-to fields

Survey HUB - Add Survey Type field to Advanced Search Report

Survey Hub - Add hyperlink for invoice number column

Add geolocation functionality to Equipment List view in SalesLink

Dodge Integration - Indicate when an opportunity has been created

Include link to quote worksheet in Docusign

File Viewer for SalesLink Flex

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support